Five Best-in-Class Products within a Single Platform
Investortools provides fixed-income professionals a holistic solution covering all aspects of the investment lifecycle. At the core of the software suite is Perform, serving as a portfolio, order, and execution management system. It enables model-based trade allocation, compliance, performance attribution, and most recently, FIX connectivity, as well as direct, bilateral trading connections for a straight-through processing experience. A pivotal component of this capability has been the Investortools Dealer Network (IDN), embedded within Perform.
The IDN is the first of its kind trading platform, offering users direct click-to-bid/trade access to liquidity. It provides the largest consolidated view of the live secondary market, enabling users to lift, bid, and negotiate trades without the need to leave the system. Integrations feature real-time, persistent FIX connections that support end-to-end processing, execution details, and custodial allocations. Integrations encompass connectivity to alternate trading systems (ATS), direct access to dealer bids-wanted-in-competition (BWIC), live offerings, and day reference pricing.
Automation and Innovation
The IDN supports automation workflows, offering unparalleled search capabilities for trading opportunities. These hands-free tools automatically allocate for the needs of portfolios, identifying the best bonds at the best prices. Users can significantly reduce the traditionally manual process of identifying bond candidates and automatically determine bond allocations that will best improve each portfolio’s holdings.
Other automatic processes, such as AutoEx, can execute bids and trades en masse in the background to optimally construct portfolios. Investortools’ automation toolkit, combined with the IDN, enables clients to “Power Lift” trades with remarkable efficiency. Clients have reported that these automation tools and the IDN have reduced the time required to transition from cash to a fully invested portfolio from weeks to hours. This has been particularly evident in facilitating SMA growth. Asset managers face continued pressure to scale operations while using fewer resources, driving the demand for more efficient processes.
By enabling automated workflows, managers can reduce account minimums, spend more time enhancing precision in data-driven decisions, and expand their client base while maintaining staff levels. This empowers users to scale operations and manage workloads more effectively. IDN integrations have also increased pricing frequency and dissemination to buy-side firms. By incorporating multiple sources of reference prices along with algorithmic pricing, the IDN helps dealers price more bonds. The IDN also boosts price transparency by facilitating this price and repricing communication between counterparties, reducing the need for multiple-platform access.
Industry’s Preferred Fixed-Income Software
With more than four decades of experience, Investortools is committed to continually innovating the fixed-income landscape. Because of this dedication, Investortools partners with more than 200 fixed-income market participants, including 38 of the top 40 SMA shops and Fortune 500 companies, who manage over $1 trillion in assets within the platform.
A key aspect of this commitment is providing clients with immediate, live access to a dedicated support team of client representatives and developers. These team members are specifically assigned to address customer inquiries and provide assistance whenever needed. This personalized approach extends to the customization of reports or features for clients. Investortools’ team works closely with clients to understand their unique needs and challenges, creating tailored solutions that enhance their experience and maximize the value they derive from the platform. This level of customization ensures that clients can fully leverage the platform to meet their individual objectives.
This seamless blend of innovative technology and hands-on support has established Investortools as the industry’s preferred software solution and a prerequisite for success in fixed-income investment management.
Explore our automation tools and the Investortools Dealer Network
